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Invesco S&P 500 Equal Weight Energy ETF
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Overview Fund Activity

146 hedge funds and large institutions have $353M invested in Invesco S&P 500 Equal Weight Energy ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
57
Reduced
42
Closed
18
Calls
$37K
Puts
$66K
Net Calls
-$29K
Net Calls Change
-$566K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.1M
2
FAM
2
Flaharty Asset Management
Florida
$19.1M
3
RBCM
3
Raub Brock Capital Management
California
$7.66M
4
PG
4
Prostatis Group
Maryland
$6.26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.5M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$3.53M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$331K
3
UBS Group
3
UBS Group
Switzerland
$31.9M
4
B
4
Bensler
Washington
$6.93M
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.1M 882,706 +367,874 +71%
Bank of America
2
Bank of America
North Carolina
$38.5M 522,912 -17,949 -3%
UBS Group
3
UBS Group
Switzerland
$31.9M 432,121 -57,158 -12%
LPL Financial
4
LPL Financial
California
$19.8M 268,472 +30,168 +13%
FAM
5
Flaharty Asset Management
Florida
$19.1M 259,742 +256,012 +6,864%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.5M 168,894 +80,433 +91%
Wells Fargo
7
Wells Fargo
California
$11.6M 157,937 +46,083 +41%
Ameriprise
8
Ameriprise
Minnesota
$11.2M 152,604 +33,563 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.75M 132,311 +2,730 +2%
RJA
10
Raymond James & Associates
Florida
$7.71M 104,584 +34,079 +48%
RBCM
11
Raub Brock Capital Management
California
$7.66M 103,940 +103,940 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.39M 100,195 +29,611 +42%
B
13
Bensler
Washington
$6.93M 94,058 -38,848 -29%
MAC
14
Mason & Associates (California)
California
$6.76M 91,749 +893 +1%
PG
15
Prostatis Group
Maryland
$6.26M 84,884 +84,884 New
HighTower Advisors
16
HighTower Advisors
Illinois
$5.19M 70,416 -6,360 -8%
OC
17
Oarsman Capital
Wisconsin
$4.18M 56,655 -5,286 -9%
EH
18
Equitable Holdings
New York
$4.1M 55,684 -9,681 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.92M 53,115 +15,276 +40%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.8M 51,597 +1,032 +2%
Stifel Financial
21
Stifel Financial
Missouri
$3.79M 51,335 -20,458 -28%
CFG
22
CMC Financial Group
Georgia
$3.53M 48,944 -130,403 -73%
AIP
23
Almanack Investment Partners
Pennsylvania
$2.77M 37,614 +8,992 +31%
SWP
24
Stratos Wealth Partners
Ohio
$2.67M 36,217 +31,293 +636%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.54M 34,453 -10,761 -24%
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